WealthShield Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

WealthShield Partners’s Portfolio FDRR Stock Details FDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$189K	Hold	3,206	–	–	0.02%	355
2025 Q4	$196K	Hold	3,206	–	–	0.02%	349
2025 Q3	$188K	Hold	3,206	–	–	0.02%	348
2025 Q2	$174K	Hold	3,206	–	–	0.02%	338
2025 Q1	$160K	Hold	3,206	–	–	0.02%	337
2024 Q4	$165K	Hold	3,206	–	–	0.02%	300
2024 Q3	$165K	Hold	3,206	–	–	0.02%	311
2024 Q2	$155K	Hold	3,206	–	–	0.02%	294
2024 Q1	$149K	Hold	3,206	–	–	0.02%	292
2023 Q4	$141K	Hold	3,206	–	–	0.02%	297
2023 Q3	$128K	Hold	3,206	–	–	0.02%	320
2023 Q2	$134K	Hold	3,206	–	–	0.02%	313
2023 Q1	$130K	Buy	+3,206	New	+$130K	0.02%	311

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthShield Partners's FDRR Position: Q1 2026 in Review

WealthShield Partners held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 3,206 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #355.

WealthShield Partners first reported a position in FDRR in Q1 2023 and has held it in 13 quarters since. The position peaked at $196K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

WealthShield Partners held 3,206 shares of Fidelity Dividend ETF for Rising Rates worth $189K as of Q1 2026.
WealthShield Partners left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #355 holding.
WealthShield Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's Fidelity Dividend ETF for Rising Rates position peaked at $196K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.